Unclaimed
William Wisgerhof is a financial professional with over 20 years of experience in the industry. William is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. William is a Series 6, 7, 24, 26 and SIE licensed professional. William has been affiliated with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. in the past. William specializes in portfolio management for individuals and businesses, as well as financial planning and investment consulting services to institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
02/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MINNEAPOLIS MN)
MN
07/01/2002 - 05/02/2012
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
03/05/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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